Group 1 - Wanrun Co., Ltd. (002643) closed at 14.99 yuan on December 30, 2025, down 1.77%, with a turnover rate of 3.3%, trading volume of 300,200 shares, and a transaction amount of 451 million yuan [1] - The company is actively advancing the construction of a new high-end production base for OLED materials, with a total investment of 530 million yuan and an expected annual production capacity of 30 tons [2] - The company has initiated trial production of a 1,500-ton production line for high-performance polymer products, specifically polyether imide (PEI) materials, which are used in aerospace applications [2] Group 2 - On December 30, 2025, the net outflow of main funds was 4.478 million yuan, while retail investors saw a net inflow of 21.198 million yuan [3] - The company has existing business cooperation with China Petroleum & Chemical Corporation (Sinopec) and has generated revenue from this collaboration [2]

Core Viewpoint - The company has developed high-performance polymer products, specifically polyetherimide (PEI) materials, which are applicable in commercial aerospace and other industries, and has initiated production with a capacity of 1,500 tons per year [2]. Group 1 - The company's PEI materials are primarily used in applications such as fiber optic connectors and aerospace composite materials [2]. - The production line for PEI materials has commenced trial production, indicating progress towards full-scale manufacturing [2]. - The company anticipates that as the production line matures and downstream demand increases, it will gradually reach full production capacity [2].

Core Viewpoint - Wanrun Co., Ltd. has experienced a stock price decline of 2.03% on December 30, with a current price of 14.95 CNY per share and a market capitalization of 13.798 billion CNY. The company has seen a year-to-date stock price increase of 25.63% but a recent decline of 8.73% over the last five trading days [1]. Financial Performance - For the period from January to September 2025, Wanrun Co., Ltd. achieved a revenue of 2.826 billion CNY, representing a year-on-year growth of 2.31%. The net profit attributable to shareholders was 306 million CNY, reflecting a year-on-year increase of 3.27% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Wanrun Co., Ltd. was 42,100, a decrease of 13.28% from the previous period. The average number of circulating shares per person increased by 15.31% to 21,575 shares [2]. Dividend Distribution - Since its A-share listing, Wanrun Co., Ltd. has distributed a total of 2.005 billion CNY in dividends. Over the past three years, the cumulative dividend payout has been 646 million CNY [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the ninth largest circulating shareholder, holding 12.2602 million shares, an increase of 3.6845 million shares from the previous period. Additionally, GF Multi-Factor Mixed Fund (002943) entered as the tenth largest circulating shareholder with 10.8781 million shares [3].

证券日报网讯 12月29日，万润股份（002643）在互动平台回答投资者提问时表示，公司与股东中国石 化集团资本有限公司关联方已有业务合作，并已产生收入，如果未来产生收入金额达到关联交易披露标 准，公司会及时按规定披露交易金额等情况。 ...

（文章来源：证券日报） 证券日报网讯 12月29日，万润股份在互动平台回答投资者提问时表示，公司具体客户信息涉及业务合 作保密要求。 ...

万润股份（002643.SZ）12月29日在投资者互动平台表示，您好，公司与股东中国石化集团资本有限公 司关联方已有业务合作，并已产生收入，如果未来产生收入金额达到关联交易披露标准，公司会及时按 规定披露交易金额等情况。感谢关注！ （记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：董秘好，请问于公司大股东中石化目前的合作进展如 何？交易金额是否达到关联交易的披露标准？ ...

证券日报网讯12月24日，万润股份（002643）在互动平台回答投资者提问时表示，公司是国内首家实现 PEI材料商业化生产的企业，该材料下游主要应用于光纤连接器、航空航天复合材料及型材等应用领 域，市场前景广阔。 ...

证券日报网讯 12月24日，万润股份在互动平台回答投资者提问时表示，公司的PEI材料在耐温、机械强 度、化学稳定性等方面都具有良好的性能，可应用于航空航天复合材料制造领域。 （文章来源：证券日报） ...

证券日报网讯12月24日，万润股份（002643）在互动平台回答投资者提问时表示，公司热塑性聚酰亚胺 类产品包括PEI、TPI、PI-5218，上述材料均已实现销售。在产能方面，公司年产能1500吨的PEI产品量 产线现已投入试生产，未来有望随着量产线运行成熟及下游需求增长逐步达产，TPI与PI-5218的年产能 均逾100吨。目前相关材料产能情况能够满足下游市场需求，未来如相关材料根据下游需求需要产能建 设，也可以实施建设。 ...

（文章来源：证券日报） 证券日报网讯 12月24日，万润股份在互动平台回答投资者提问时表示，公司积极开发国内市场，持续 完善国内市场战略布局，提高公司的抗风险能力。 ...